Berrin Management Group

Berrin Management Group Berrin Management Group, LLC is an independent financial advisory organization. Through the use of FOR DISCLOSURES PLEASE SEE MY WEBSITE.

THIRD PARTY COMMENTS ARE NOT VARIFIED AND MAY NOT BE REPRESENTATIVE OF ALL CLIENT EXPERIENCES.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
05/06/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Consider a bucket plan to go with your bucket list.
05/04/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
05/01/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

10 tips that can head-off marriage money problems.
04/29/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
04/27/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Retirement may change your perception of investment risk.
04/24/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
04/22/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
04/20/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

When was the last time you paid yourself first?
04/17/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Property taxes too high? Here are ways to potentially lower your assessment.
04/15/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

College, kids and costs.
04/13/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

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6501 Congress Avenue, Suite 100
Boca Raton, FL
33487

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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